S. R. Schill & Associates, Inc.

S. R. Schill & Associates, Inc. (CRD# 105864) is a financial advisory firm headquartered in Mercer Island, WA. They manage $262,452,307 in 597 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2448 - 76th Ave Se, Suite 107, Mercer Island, WA 98040
http://www.srschill.com
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $439,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX, WA

Financial Advisors at S. R. Schill & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stanley Schill, financial advisor Mercer Island WA
Stanley R. Schill
CRD#: 413364
2448 76th Ave Se, Suite 222, Mercer Island, WA 98040

Stanley Schill (CRD# 413364) is an Investment Advisor Representative working at S. R. Schill & Associates, Inc. in Mercer Island, WA and has over 37 years of experience in the finance industry.

2
Leonard Skiena, financial advisor Mercer Island WA
Leonard A. Skiena
CRD#: 5086092
2448 76th Ave. Se, Suite 222, Mercer Island, WA 98040

Leonard Skiena (CRD# 5086092) is an Investment Advisor Representative working at S. R. Schill & Associates, Inc. in Mercer Island, WA and has over 16 years of experience in the finance industry.

3
Robert Toomey, financial advisor Mercer Island WA
Robert E. Toomey
CRD#: 1731557
2448 - 76th Ave Se, Suite 107, Mercer Island, WA 98040

Robert Toomey (CRD# 1731557) is an Investment Advisor Representative working at S. R. Schill & Associates, Inc. in Mercer Island, WA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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